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WCLD

WisdomTree Cloud Computing Fund
WCLD

116 hedge funds and large institutions have $242M invested in WisdomTree Cloud Computing Fund in 2020 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 13

200% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 14

142% more capital invested

Capital invested by funds: $100M → $242M (+$142M)

53% more funds holding

Funds holding: 76 → 116 (+40)

5.49% more ownership

Funds ownership: 24.86% → 30.36% (+5.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $37K

Holders
116
Holders Change
+40
Holders Change %
+52.63%
% of All Funds
2.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
53
Increased
42
Reduced
14
Closed
13
Calls
–
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$13K

Top Buyers

1
PVH
Psagot Value Holdings
Israel
+$24.9M
2
CS
Credit Suisse
Switzerland
+$16.9M
3
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
+$15.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$11.5M
5
Morgan Stanley
Morgan Stanley
New York
+$9.52M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$4.58M
2
SS
Simplicity Solutions
Minnesota
-$4.33M
3
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
-$1.81M
4
BCM
Beck Capital Management
Texas
-$1.13M
5
IAIM
International Assets Investment Management
Florida
-$762K
Name Holding Trade Value Shares
Change 		Change in
Stake
UR
26
USCA RIA
Texas
$1.87M +$1.56M +37,793 +630%
SMFG
27
Sumitomo Mitsui Financial Group
Japan
$1.87M +$1.8M +43,689 New
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$1.83M – – –
PCM
29
Pennsylvania Capital Management
Pennsylvania
$1.78M +$1.67M +40,573 New
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$1.72M – – –
CCA
31
Clearwater Capital Advisors
Illinois
$1.38M +$1.33M +32,217 New
BCM
32
Beck Capital Management
Texas
$1.38M -$1.13M -27,403 -46%
SWP
33
Stratos Wealth Partners
Ohio
$1.38M +$1.33M +32,190 New
MIFH
34
Migdal Insurance & Financial Holdings
Israel
$1.35M +$74.2K +1,800 +6%
IAIM
35
International Assets Investment Management
Florida
$1.19M -$762K -18,467 -40%
FAAS
36
First Allied Advisory Services
California
$1.11M +$257K +6,233 +32%
GVAG
37
Great Valley Advisor Group
Delaware
$1.1M +$67.5K +1,637 +7%
GIA
38
Gladstone Institutional Advisory
Florida
$1.09M +$1.05M +25,515 New
AAS
39
Avantax Advisory Services
Texas
$1.06M +$542K +13,146 +113%
PWS
40
Private Wealth Strategies
Ohio
$1.06M +$1.02M +24,766 New
AF
41
Advisornet Financial
Minnesota
$944K +$898K +21,783 +7,261%
Citadel Advisors
42
Citadel Advisors
Florida
$940K +$80.1K +1,943 +10%
HighTower Advisors
43
HighTower Advisors
Illinois
$924K +$894K +21,683 New
CA
44
Claro Advisors
Massachusetts
$916K +$110K +2,661 +14%
CAGAS
45
Capital Advisory Group Advisory Services
Minnesota
$911K +$447K +10,851 +104%
CAL
46
Capital Analysts LLC
Pennsylvania
$885K +$179K +4,350 +27%
MML Investors Services
47
MML Investors Services
Massachusetts
$841K +$300K +7,275 +59%
AS
48
Altshuler Shaham
Israel
$816K +$788K +19,100 New
Franklin Resources
49
Franklin Resources
California
$792K +$764K +18,525 New
APA
50
American Portfolios Advisors
New York
$764K -$93.6K -2,269 -11%
1
2
3 4 5

WCLD Hedge Fund Activity: Q3 2020 in Review

116 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cloud Computing Fund (WCLD) for Q3 2020, worth a combined $242M — up 142% from $100M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new WCLD positions and 13 closed out — a net gain of 40 holders — while 42 added to existing stakes and 14 trimmed.

The largest buyer was Psagot Value Holdings, opening a new position worth an estimated $24.9M. The largest seller was AE Wealth Management, exiting entirely with an estimated $4.58M sold.

  • 116 institutional investors held WisdomTree Cloud Computing Fund (WCLD) as of Q3 2020, up from 76 in Q2 2020.
  • Funds reported $242M of WisdomTree Cloud Computing Fund stock for Q3 2020, up 142% quarter-over-quarter.
  • 53 funds opened new WisdomTree Cloud Computing Fund positions in Q3 2020 and 13 closed out, a net change of +40 holders.
  • The largest WisdomTree Cloud Computing Fund buyer in Q3 2020 was Psagot Value Holdings, an estimated $24.9M added.
  • The largest WisdomTree Cloud Computing Fund seller in Q3 2020 was AE Wealth Management, an estimated $4.58M sold.

Based on aggregated 13F filings for Q3 2020.